SANTA MONICA, CACRD 173916Latest ADV April 9, 2026
Redwood Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated April 9, 2026, reports $837M in regulatory assets under management, 3 employees, and 679 accounts.
Assets Under Management
$837M
Employees
3
Offices
--
Total Clients
243
Primary office
SANTA MONICA, CA
100 WILSHIRE BLVD, SUITE 260, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.6% of total clients.
Top client categories% of clientsClients
1
HNWI
50.6%
123
2
Individuals
49.4%
120
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$837Mas of April 9, 2026
Discretionary100.0%
$837M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$837M
Total Accounts679
10Y AUM Change+$631M (+307.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee81:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.